Ventas
659 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 220 increasing their positions, 242 reducing their positions, and 54 closing their positions.
106% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 54
46% more call options, than puts
Call options by funds: $65.8M | Put options by funds: $45.1M
19% more capital invested
Capital invested by funds: $16B → $19.1B (+$3.1B)
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
8% more funds holding
Funds holding: 612 → 659 (+47)
0.85% more ownership
Funds ownership: 94.6% → 95.45% (+0.85%)
9% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$198M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$110M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$95.4M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
+$45.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$167M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$54.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$36.9M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$34.1M |
| 5 |
GA
GRS Advisors
Chicago,
Illinois
|
-$32.4M |
VTR Hedge Fund Activity: Q4 2023 in Review
659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2023, worth a combined $19.1B — up 19% from $16B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new VTR positions and 54 closed out — a net gain of 57 holders — while 220 added to existing stakes and 242 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $198M. The largest seller was JP Morgan Chase, cutting an estimated $167M.
- 659 institutional investors held Ventas (VTR) as of Q4 2023, up from 612 in Q3 2023.
- Funds reported $19.1B of Ventas stock for Q4 2023, up 19% quarter-over-quarter.
- 111 funds opened new Ventas positions in Q4 2023 and 54 closed out, a net change of +57 holders.
- The largest Ventas buyer in Q4 2023 was Morgan Stanley, an estimated $198M added.
- The largest Ventas seller in Q4 2023 was JP Morgan Chase, an estimated $167M sold.
Based on aggregated 13F filings for Q4 2023.